Veronica Vincent signed Northwest Pathology, PS' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northwest Pathology, PS' EIN is 91-1385504.
Download the official 2024 Form 5500 (PDF) for Northwest Pathology, PS from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northwest Pathology, PS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO INC | 13-5657518 | — | INVESTMENT ADVISORY | $40K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s 16 Principal Life Insurance Company* Principal Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $2.0M | 27.2% | |
| s 1 JP Morgan JPMorgan Core Plus Bond Fund | Mutual Funds | — | — | $1.7M | 22.4% | |
| 8 Putnam Large Cap Value Fund | Mutual Funds | — | — | $710K | 9.6% | |
| 3 American Century Investments American Century Ultra Fund | Other securities | — | — | $631K | 8.5% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $516K | 7.0% | |
| 6 MFS Investment Management MFS International Growth Fund | Mutual Funds | — | — | $506K | 6.8% | |
| 5 JP Morgan JPMorgan US Equity Fund | Other securities | — | — | $379K | 5.1% | |
| 10 Principal Global Investors* Separate Account-Z ** LA Capital Mgmt/Victory - Principal MidCap | Pooled Separate Accounts | — | — | $175K | 2.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $175K | 2.4% | |
| 14 Principal Global Investors* S&P 600 Index Separate Account-Z ** Vaughan Nelson/H&W - Principal SmallCap | Pooled Separate Accounts | — | — | $174K | 2.3% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $174K | 2.3% | |
| 12 Principal Global Investors* S&P 500 Index Separate Account-Z ** Principal Global Investors - Principal MidCap S&P | Pooled Separate Accounts | — | — | $162K | 2.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $162K | 2.2% | |
| 13 Principal Global Investors* 400 Index Separate Account-Z ** Principal Global Investors - Principal SmallCap | Pooled Separate Accounts | — | — | $151K | 2.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $151K | 2.0% | |
| 4 JP Morgan JPMorgan Mid Cap Growth Fund | Other securities | — | — | $114K | 1.5% | |
| 2 American Century Investments American Century Small Cap Growth Fund | Other securities | — | — | $109K | 1.5% | |
| Participant Loans Interest Rates Ranging from 5.75% to 9.50% | Bonds / Notes | — | — | $59K | 0.8% | |
| (E) | Other securities | — | — | $59K | 0.8% | |
| 11 Principal Global Investors* Value I Separate Account-Z ** Principal Global Investors - Principal LargeCap | Pooled Separate Accounts | — | — | $20K | 0.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $20K | 0.3% | |
| 7 American Funds New Perspective Fund | Mutual Funds | — | — | $18K | 0.2% | |
| 9 Invesco Equity and Income Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
